Quadrant Private Wealth Management, LLC
Position in BWIN — Baldwin Insurance Group, Inc.
CIK 1727454
Center Valley, PA
Position in BWIN
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$1,375,659
-$231,972 QoQ
Shares Held
62,701
-6.3% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BWIN Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026Quadrant Private Wealth Management, LLC holds $2,181,334 across 2 Insurance Brokers names. BWIN ranks #1 (63.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BWIN |
Baldwin Insurance Group, Inc.
This page
|
62,701 | $1,375,659 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
4,645 | $805,675 |
All Filings in BWIN
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,375,659 | 62,701 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,607,631 | 66,901 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $275,611 | 9,770 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $550,964 | 12,870 | Shares | Sole | 2025-08-06 | |
| 2023-12-31 | $393,207 | 16,370 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $448,518 | 18,100 | Shares | Sole | 2023-08-11 | |
| 2022-12-31 | $706,434 | 28,100 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||